CUSIP: 46436E841
Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / IBONDS 27 TRM TS
-
Total 13F shares
-
54,951,983
-
Share change
-
+3,938,054
-
Total reported value
-
$1,235,711,805
-
Price per share
-
$22.49
-
Number of holders
-
252
-
Value change
-
+$88,694,565
-
Number of buys
-
161
-
Number of sells
-
66
Security key
46436E841
Report period
Q2 2025
Institutions
252
Top holders
10
Reporting periods
Holder history for CUSIP 46436E841
Recent filing periods:
Top shareholders of IBTH - ISHARES TR - IBONDS 27 TRM TS (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of ISHARES TR - IBONDS 27 TRM TS (IBTH) as of Q2 2025
As of 30 Jun 2025,
ISHARES TR - IBONDS 27 TRM TS (IBTH) was held by
252 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
54,951,983 shares.
The largest 10 holders included
HM PAYSON & CO, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, GLOBALT Investments LLC / GA, WELLS FARGO & COMPANY/MN, TRUE Private Wealth Advisors, ENVESTNET ASSET MANAGEMENT INC, Focus Partners Wealth, NewEdge Advisors, LLC, and LPL Financial LLC.
This page lists
254
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
Compare Q2 2025 vs Q1 2025 Across Filers
| Investor |
Q1 2025 Shares |
Q2 2025 Shares |
Share Diff |
Share Chg % |
Q1 2025 Value $ |
Q2 2025 Value $ |
Value Diff $ |
Value Chg % |
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.